目錄(82章)
倒序
- coverpage
- Salesforce Reporting and Dashboards
- Credits
- Foreword
- About the Author
- Acknowledgments
- About the Reviewers
- www.PacktPub.com
- Support files eBooks discount offers and more
- Preface
- What this book covers
- What you need for this book
- Who this book is for
- Conventions
- Reader feedback
- Customer support
- Chapter 1. Introducing Salesforce.com
- Overview and benefits of Salesforce.com
- Salesforce Object Model
- Navigating the Setup menu
- Schema Builder
- Summary
- Chapter 2. Managing Data in Salesforce.com
- Back up your data
- Playing with Sandbox
- Importing data to Salesforce
- Configure data visibility and accessibility
- Summary
- Chapter 3. Creating Your First Report
- Report permissions
- Salesforce report folders
- Folder permissions
- Report Builder
- Standard reports and folders
- Report types
- Creating your first report
- Exporting a report
- Additional report user interface setup
- Summary
- Chapter 4. Working with Reports
- Selecting the report format
- Adding a chart to a report
- Working with report filters
- Managing custom report types
- Subscribing to a report
- Summary
- Chapter 5. Learning Advanced Report Configuration
- Categorizing data in reports
- Working with custom summary formula fields
- Scheduling a report
- Adding an embedded report chart
- Summary
- Chapter 6. Creating Your First Dashboard
- Dashboard permissions
- Dashboard folders and permissions
- Viewing dashboards
- Dashboard components
- Creating your first dashboard
- Integrating dashboards with Chatter
- Summary
- Chapter 7. Learning Advanced Dashboard Configuration
- Implementing dashboard filters
- Using a dynamic dashboard
- Dashboard and report drill-down
- Getting more from AppExchange
- Summary
- Chapter 8. Accessing Historical Data
- Setting up and using field History Tracking
- Implementing Chatter Feed Tracking
- Implementing Reporting Snapshots
- Implementing historical trending reports
- Selecting features
- Summary
- Chapter 9. Dashboards and Reports in Salesforce1
- Introduction to the Salesforce1 mobile app
- Working with a dashboard in the Salesforce1 app
- Share a dashboard snapshot with the Chatter feed
- Working with reports in the Salesforce1 app
- Limitations of the Salesforce1 app
- The Salesforce Mobile Dashboards app
- Summary
- Index 更新時間：2021-07-23 20:00:10
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